Disclosures

Registration Information

Jonathan Pace is a Registered Investment Advisor Representative of Tactive Advisors, LLC. Only RIA Representatives listed on the Tactive ADV are legally permitted to give specific investment recommendations to clients. Registration with the SEC does not imply a certain level of skill or training.

Advisory Services

Investment advisory services are offered through Tactive Advisors, LLC, a Delaware limited liability company and SEC-registered investment advisor (CRD #309311). Tactive Advisors, LLC is the advisor of record for all investment management services referenced on this website.

This website and its content is operated by Jonathan Pace in his capacity as a Registered Investment Advisor Representative of Tactive Advisors, LLC. For complete information about Tactive Advisors, LLC including services, fees, and conflicts of interest, please visit tactiveadvisors.com or request a copy of the firm's Form ADV Part 2A.

Insurance Services

Jonathan Pace is licensed to discuss and transact insurance products in the State of California (License #0K93458). Insurance products and services are offered separately from and independent of Tactive Advisors, LLC. Tactive Advisors, LLC does not offer or endorse any insurance products.

Website and Content Disclosures

This website is intended for informational and educational purposes only. Nothing on this website constitutes investment, tax, or legal advice, nor is it a solicitation or offer to buy or sell any security or investment product. All content is general in nature and may not apply to your specific financial situation.

The information on this website is believed to be accurate as of the date of publication but may be subject to change without notice. Third-party data, statistics, and research referenced on this website are obtained from sources believed to be reliable, but their accuracy and completeness cannot be guaranteed.

CalSTRS and CalPERS rules, benefit formulas, and contribution limits are subject to change by the state legislature. Information on this website regarding pension calculations and benefit rules reflects current understanding and should be verified with CalSTRS or CalPERS directly for your specific situation.

Investment Risk Disclosures

All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. The value of investments and the income derived from them can go down as well as up. You may not get back the amount you originally invested.

References to specific investment strategies, asset classes, or historical returns are for illustrative purposes only and do not represent a guarantee of future performance. The examples used on this website, including references to the 2008 financial crisis, specific company stock performance, and historical market returns, are for educational purposes and do not reflect the performance of any specific Tactive Advisors, LLC portfolio.

The bucket strategy, Roth conversion analysis, pension maximization modeling, and other planning strategies discussed on this website are general concepts. Results will vary based on individual circumstances. All specific recommendations are made only after a comprehensive review of a client's individual situation.

Social Security and Government Benefit Information

Information regarding the Social Security Fairness Act, Windfall Elimination Provision (WEP), Government Pension Offset (GPO), and related benefit calculations reflects legislation as of January 2025. Benefit amounts are determined by the Social Security Administration based on individual earnings records. Consult the Social Security Administration directly or at ssa.gov for information specific to your situation.

Third-Party Research and Quotes

References on this website to research by Vanguard (Advisor Alpha), Morningstar (Gamma), David Blanchett, Michael Finke, Morgan Housel, and others are for informational purposes only. These third parties are not affiliated with Pace Financial or Tactive Advisors, LLC, and their mention does not constitute an endorsement of their products or services.

The Warren Buffett quotation referenced on this website is attributed to his annual shareholder letters, which are publicly available. Its inclusion is for educational illustration only.

Privacy

Information submitted through the assessment form on this website is used solely for the purpose of preparing for an initial consultation with Jonathan Pace. Your information is not sold, shared, or distributed to third parties. For questions about how your information is used, contact us directly.

Contact

Pace Financial | 2555 Townsgate Rd, Suite 200, Westlake Village, CA 91362
thepacefinancial.com

For compliance-related inquiries regarding Tactive Advisors, LLC, please visit tactiveadvisors.com.